JV
JV

Joseph John Vanacore

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
2,780 clients
Average Client Portfolio
$288K average
Assets Under Management
$799.6M

Fee Structure

Minimum Investment:$50K
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Location

345 Kinderkamack Road, Suite B, Westwood, NJ, 07675

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joseph is affiliated with The Fortis Agency, selling non-variable insurance, and Christopher Edwards Financial Associates, LLP and Fortis Wealth Group, both DBAs for his LPL business; these activities each take about a quarter of his time. He also works for IDS Autoshred, a family-owned business, dedicating minimal time.

Employment History
Current Registrations
Fortis Group Advisors LLC
June 2020 - Present · 5 yrs 8 mos
LPL Financial LLCBroker
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
MML Investors Services, LLCBroker
October 2018 - July 2019 · 9 mos
State Registrations2 states
NJVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.